Independence Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.85M | Sell |
67,685
-2,636
| -4% | -$306K | 1.68% | 11 |
|
|
2020
Q2 | $8.12M | Buy |
70,321
+113
| +0.2% | +$13K | 1.86% | 11 |
|
|
2020
Q1 | $7.93M | Sell |
70,208
-5,540
| -7% | -$626K | 2.19% | 11 |
|
|
2019
Q4 | $8.63M | Sell |
75,748
-233
| -0.3% | -$26.5K | 2.08% | 12 |
|
|
2019
Q3 | $8.67M | Sell |
75,981
-915
| -1% | -$104K | 2.11% | 12 |
|
|
2019
Q2 | $8.7M | Sell |
76,896
-1,247
| -2% | -$141K | 2.23% | 12 |
|
|
2019
Q1 | $8.69M | Sell |
78,143
-345
| -0.4% | -$38.4K | 2.44% | 12 |
|
|
2018
Q4 | $8.56M | Buy |
78,488
+32,620
| +71% | +$3.56M | 2.85% | 10 |
|
|
2018
Q3 | $4.95M | Buy |
45,868
+2,090
| +5% | +$226K | 1.47% | 14 |
|
|
2018
Q2 | $4.77M | Sell |
43,778
-4,317
| -9% | -$471K | 1.53% | 13 |
|
|
2018
Q1 | $5.24M | Buy |
48,095
+39,890
| +486% | +$4.35M | 1.73% | 14 |
|
|
2017
Q4 | $909K | Buy |
8,205
+3,880
| +90% | +$430K | 0.31% | 30 |
|
|
2017
Q3 | $480K | Hold |
4,325
| – | – | 0.19% | 39 |
|
|
2017
Q2 | $476K | Hold |
4,325
| – | – | 0.19% | 43 |
|
|
2017
Q1 | $471K | Sell |
4,325
-1,380
| -24% | -$150K | 0.2% | 42 |
|
|
2016
Q4 | $617K | Buy |
+5,705
| New | +$617K | 0.27% | 36 |
|